Workflow
From rough notes to a proposal link your customer understands.
ScopeSlate keeps the quote process focused: create the job, package the work, preview the customer page, send the link, and follow up when the proposal is viewed.
Customer and job details
Essential, Recommended, Premium packages
Proposal preview and share link
Add the customer
Select an existing customer or create a new one with the job address and contact details.
Build the quote
Add the job title, rough notes, package options, line items, terms, and timeline.
Preview the proposal
Review the customer-facing page before anything is sent, so every detail feels ready.
Send the link
Generate a public proposal link that customers can view on mobile or desktop.
Track engagement
See views, warm leads, accepted quotes, and follow-up signals from the dashboard.
Win the work
Keep the job conversation focused around a clear proposal rather than scattered messages.
Who should I follow up with next?
The workflow ends with visibility. Proposal views, accepted quotes, and hot leads help you prioritise the jobs most likely to close.
Viewed proposals
Warm customers
Accepted work